Dealer Relations Manager

Fidelity Canada; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

Fidelity Canada is seeking a Dealer Relations Manager to strengthen relationships with mutual fund dealer channels. This full-time position involves operational management, event hosting, and relationship building with industry leaders, requiring 5 years of experience in the financial services sector. As part of a supportive team, you'll contribute to a culture of innovation while providing exceptional service to dealers.

Benefits

Competitive total compensation including RRSP contributions

Comprehensive health benefits from day one

Parental leave top-up for 25 weeks

Flexible working arrangements

Generous time off policy for volunteer work

Qualifications

• Minimum 5 years’ experience in the Financial Services industry.
• 3 years’ experience working at a Broker/Dealer, preferably in a service role.
• 2 years’ experience in a relationship management role.

Responsibilities

• Establish and maintain relationships with senior contacts in operations and compliance.
• Host Dealer Relations events and provide valuable metrics reporting.
• Lead business discussions with dealers to identify solutions.

Skills

Excellent communication

Interpersonal skills

Advanced problem-solving

Education

University degree or equivalent work experience

Job description

Job Description

Please note:

• Current work authorization for Canada is required for all postings.

• This is aregular, full-timeposition.

• You will be working on ahybrid scheduleas part of Fidelity’s dynamic working arrangement.

Who We Are

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and expertly.

How You’ll Make an Impact

The Dealer Relations department was created to strengthen our relationships and service with senior leaders of our mutual fund dealer channels. The Dealer Relations department provides each mutual fund distributor with a dedicated contact at Fidelity for administrative and operational issues that affect our business partnership.

The Dealer Relations Manager is accountable for establishing, building and maintaining strong relationships with senior leaders of Operations, Product and Compliance at the Dealer’s Head Office. They are also responsible for understanding how Dealer’s operational environments work and where limitations are that may impact successful implementation of Fidelity program launches. The Dealer Relations Manager is also responsible for helping drive automation and paper reduction between Fidelity, the Dealers and Fundserv. The Dealer Relations Manager must have a deep knowledge of Fundserv and is well adverse in any industry related initiatives.

Key Responsibilities:

1. Relationship Management with Dealer Head Offices

• Establish, build and maintain relationships with “key” senior contacts (Manager, Director and VP Level) within Operations, Compliance and Product and act as a conduit between Operations, Compliance, Product and Dealer Head Offices.

• The DRM acts as a point of escalation for issues and is responsible for communicating important business information to various internal stakeholders including Operations, Product and Legal/Compliance/Risk Management.

• Establish, build and maintain relationships with internal departments to regularly review policies and procedures to ensure they are in line with Fundserv & industry standards, regulatory practices and dealer operations.

• Ability to deliver presentations in dealer meetings, industry committees or conferences.

• Increase the Dealer’s knowledge of Fidelity’s product available through face-to-face meetings and presentations. This includes meeting face to face with the senior contact at least once a year to ensure Fidelity is supportive of dealer timelines and expectations for product approval.

2. Host DR Events & Attend Industry and Internal Working Groups

• Act as the industry leader in the execution of Dealer Relations events for the dealers (onsite and offsite).

• Provide dealers with the opportunity to interact in both an informal and formal setting.

• Interact with external vendors in the development stage and gather relevant information critical to Fidelity’s operations.

• Ensure events are well attended by senior dealer Contacts and are purposeful in supporting a positive client experience and future and ongoing positive business interactions.

• Event Management includes: Fidelity Dealer Forum, Fidelity Golf Tournaments, BC and Montreal events and Dealer “walk-thru”, On-site visits, Dealer Client Appreciation Events

• Attend and participate on internal/external working groups (e.g. Fundserv, IFIC, Product Development).

• Enhance industry knowledge and gain new contacts across different organizations and/or within the FIC organization

3. Confidently Lead Discussions and Provide Solutions to Business Problems

• Act as the expert on Operational policies and procedures within FIC and the industry on how to process business.

• Lead business discussion with Dealers by creating and presenting valuable metrics reporting through face-to-face meetings with senior contacts.

• Act as an industry leader by providing “value add” dealer reporting to maximize the relationship and promote the FIC brand.

• Identify key opportunities with dealers to promote Digitalization to reduce paper

• Work with dealers as a conduit to FIC to provide solutions to business problems including Fundserv trading, Fidelity back-office processes and other industry/regulatory issues.

• Act as the expert on how each dealer runs their operations.

• Liaison with various internal divisions to provide competitive intelligence and market data on important projects. Act as the “voice” of the dealer in product development, policy review and formation, and the support of any new initiatives across the organization.

What We’re Looking For

• University degree or equivalent work experience.

• Minimum 5 years’ experience in the Financial Services industry.

• 3 years’ experience working at a Broker/Dealer, preferably in a service role.

• 2 years’ experience in a relationship management role or similar role.

Nice-to-Have:

• Bilingualism in English/French, both verbal & written.

• Completion of CSC/IFIC.

• Experience in financial and operational analysis role.

• Experience on Fundserv and IFIC Committees.

• Experience working in an Operations relationship management role.

The Expertise You Bring

• Excellent communication & interpersonal skills.

• Strong knowledge of mutual fund operations.

• Strong knowledge of Dealer systems and processes.

• Advanced problem-solving skills.

• Proven ability to actively participate in external industry committees and internal working groups.

• Ability to learn quickly, including learning new technology.

• Comfortable working in a team environment, as well as independently.

Some of the ways we will help you feel valued and supported as part of our team:

• Flexible working arrangements.

• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you.

• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, which include up to $5000 annually for mental health services and therapy.

• Parental leave top-up to 100% of your salary for a period of 25 weeks.

• Up to $650 for home office equipment.

• Generous time off policy, including two paid days annually to volunteer at a charity of your choice.

• Diversity and inclusion programs, including an active network of Employee Resource Groups.

• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation.

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail] .

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team